Prospecting more effectively in four easy steps — co-written with Rosemary Smyth

This article was co-written with my friend, Rosemary Smyth, an international coach to financial advisors. The article is also posted on her website. The success of many of the top-earning financial advisors hinges on their ability to simply get more clients. Although exceptions to this rule exist, the advisors who outlast their peers and are […]

100 small business strategy questions

Many small businesses are fueled by passion. They start because an entrepreneur has an idea (or is sick of working for a boss), they grow because their ideas solve a problem and somehow that solution is communicated to the marketplace. Unfortunately, many small businesses fail… even ones that are seemingly successful and make profitable sales. […]

How to find more leads for your real estate or financial business

In this business, your success is entirely dependent on leads. The more leads you have, the better. So where do you find these leads? HOW TO FIND LEADS First, start with you. List you all the different places in life where you interact with other people. These are called your “spheres of influence“. List as […]

Weekly Sales Funnel Challenge: Write down your sales funnel

The Weekly Sales Funnel Challenge is a week-long challenge for business owners to focus on a specific aspect of their sales funnel for one week. It’s a fun way to keep you focused on one of the most important parts of your business. A new Weekly Sales Funnel Challenge is published every Sunday and a […]